They have been the payroll service for my job for the past 7 years and have messed up my name,…read moreaddress, and what I claim more times than I can count.

Over the last five years, Ben and his team have done an excellent job generating our tax returns…read more His team has always accommodated our hectic schedule. I couldn't be happier.

I had a consultation with Jan bc I was completely lost as to the best game plan to tackle my…read morestudent loans. For over 3 years i didn't have to think about them and since then new plans and options exist. I started out by calling my Nelnet. 2 hour waits and 2 different answers as to what I should do. Each option presented had monthly payments of over $1800 per month!!! They couldn't tell me about consolidation or what those payments might be.... Students.gov was equally unhelpful. Jan was able to go through my loans and was able to tell me my best course of action as well detailed instructions. We actually tried completing those steps but the studentaid.gov was down. I can't say it enough how glad I am I met with Jan.

One of the very best decisions I have ever made in my life. I have been with this company for years…read more(I live in PA) and I feel guided, secure and in the best of hands financially. On top of that they have come to feel like my family. They are some of the nicest people I have ever met! Contact them today! They will relieve a lot of your stress and worry!

I cannot say enough good things about Pam. She's strategic, a clear communicator, focused, and…read moreabsolutely on top of things. I am just sorry I didn't find her when we first moved to Medford because that would have saved me a lot of stress. There is always a silver lining in every cloud; however, because that stress made me start looking and this time I found her. Thank Heaven!!! She has a full practice because she is so danged good but she agreed to take me on. Whew! I've never had a reason to do this before but, after she udated me on my tax situation, I sent her an orchid arrangement in gratitude. She's just that good.

I've worked with Pam for the past 15 years and can highly recommend her services!read more

Unfortunate that the door was locked during. Business hours. The receptionist was extremely…read morerude...bad experience..time to find someone new..as a receptionist, you should be better

What can I say about Shirley and her team besides they are amazing! We started a new business and…read morethey helped us every step of the way. From setting up state and federal IRS quarterly payments, managing expenses in a strategic manner, maximizing our returns. Oh and she got on the phone with unemployment when they kept harassing us about bills they thought were due, but our business doesn't require. You pay for what you get, and you get amazing service from Shirley. She talked me through the easiest ways to manage finances, and has me come in whenever I need to get assistance with our Quickbooks account. high quality service.

Working with Angela at Vallee Family Insurance is the way to go. You can rely on quick and…read moreefficient response. She is very knowledgeable and I would recommend her 100%. In all my years of having to set up insurance for a company and employees, it has never been so easy and comforting knowing the expertise service I will receive. Don't waste any of your time and go straight to Angela for the best service in the valley.

I am SO grateful that my friend reccommended me to this truly "dream" consultation company, just at…read morethe moment when I was preparing marketing writeups, author photographs, and my website, in preparation of the publication of my first book (Wading In: Desegregation on the Mississippi Gulf Coast ;). My professors in college used to think it was so funny that things like proposal letters were the most frightening part of the journey to becoming published! With Suzanne, I feel like I am getting a superfoods condensed version of a marketimg class and self-love therapy session. Whenever I feel a bit of anxiety creep in or question the execution of something, I reach out and go from questioning myself to confidence in less than 15 minutes (and for the record, I am already a pretty confident person! But she gets me to meditation-master level of focus). I always end our conversation with more clarity about the ideas I brought to the table and further inspiration. Best of all, it's all so tailored to myself, my aesthetic and personality. I have attended some sort of crossover sessions with other clients of hers, and I can see that the work that we do with her does not result in a cookie cutter solution. I look forward to future expansions--like a retreat weekend, hint hint!

Knew Warren Helms from his days with Kosmatica Donnelly..Very professional,…read more Very helpful.. Richard Anthony

Warren Helms, CPA, has been doing my tax returns for about 4 years including the year I moved from…read moreCalifornia to Oregon, He was able to do this since he is a certified accountant in both states! You might find yourself in a similar circumstance, and if so, you should immediately contact him to devise a tax plan. If you've been a TurboTax user, you're in for a very happy surprise when you see what kind of a professional return package he'll provide you! For the absolute best service in tax preparation, I'll be staying with Warren year after year. I'm sure you'll come to the same conclusion. Rich M.

Jordan Chadwick here and JMB is amazing she is personable with so much information she helped me…read moreget all of my auto insurance issues figured out and I cannot wait to partner with her when I plan to get a home! Thank you for all you do

I have worked with many insurance brokers throughout my carrier for business and personal. Suzanne…read moreand her team run an incredible business that has saved my personal and my business lots of money. More importantly the customer service is outstanding. Suzanne always volunteers herself to go above and beyond. It is a pleasure to give JMB my business and at any opportunity I have I send a referral. They deserve the work!! Thank you JMB for your great work and services. To anyone looking for an insurance broker....These are your people! Sincerely, Trevor Ellis General Contractor Framing Subcontractor